Markets News

Where the money flows in silicon: earnings, M&A, capex cycles, and sector-moving surprises. This hub gathers every markets story Weekly Silicon has ranked, from foundry revenue records to AI-driven demand shocks rippling through the supply chain.

• A Polymarket trader made $300,000 betting on Biden's pardons, a new analysis showsApr 17, 2026 · NPR · scored 3.20/10 · day ranking →
• SMIC profit more than triples on AI-driven chip demandAug 16, 2026 · Reuters · scored 3.15/10 · day ranking →
• Amazon just tripled its order of Nvidia chips over ‘surging demand’Aug 27, 2026 · TechCrunch · scored 3.15/10 · day ranking →
• Nvidia is about to be a hundred-billion-dollar-a-quarter companyAug 27, 2026 · The Verge · scored 3.15/10 · day ranking →
• As Semiconductor Stocks Slide, These Chip Startup IPOs Go On HoldAug 1, 2026 · Morningstar · scored 3.15/10 · day ranking →
• The AI chip trade cracked this week, and the hunt for what replaces it has begunJul 4, 2026 · The Next Web · scored 3.15/10 · day ranking →
• Broadcom, Micron and ARM sink, leading chip stocks lowerJun 6, 2026 · CNBC · scored 3.15/10 · day ranking →
• Nvidia discloses $21B stake in SpaceXAug 28, 2026 · Ars Technica · scored 3.15/10 · day ranking →
• China's chip material makers riding the AI boom close in on JapanJul 2, 2026 · Digitimes · scored 3.15/10 · day ranking →
• Broadcom and Intel Stocks Drop. The Chip Selloff Isn’t Done Yet.Jun 6, 2026 · Barron's · scored 3.15/10 · day ranking →
• Memory has grown to nearly two-thirds of AI chip component costsMay 25, 2026 · epoch.ai · scored 3.15/10 · day ranking →
• Micron (MU) CEO: AI Shift Breaks Traditional Memory Market CyclesAug 30, 2026 · Yahoo Finance · scored 3.15/10 · day ranking →
• 70% of AI revenue comes from OpenAI and Anthropic [video]Aug 9, 2026 · youtube.com · scored 3.15/10 · day ranking →
• US semiconductor ETFs attract record $46B in inflows in 2026Jul 20, 2026 · Crypto Briefing · scored 3.15/10 · day ranking →
• The Tech Download: Anthropic’s IPO sets up first big test of AI boom valuationsJun 6, 2026 · CNBC · scored 3.15/10 · day ranking →
• The No. 1 U.S. Tech Hub Isn’t Silicon Valley AnymoreAug 28, 2026 · inc · scored 3.15/10 · day ranking →
• Broadcom Credit Risk Soars on Mega AI Debt Financing BackstopsAug 25, 2026 · Yahoo Entertainment · scored 3.15/10 · day ranking →
• Nvidia raising AI server prices more than 15% amid memory costsAug 25, 2026 · Quartz India · scored 3.15/10 · day ranking →
• Nvidia Q2 Earnings: Can the AI chip giant beat sky-high expectations?Aug 25, 2026 · Economictimes.com · scored 3.15/10 · day ranking →
• Nvidia customers notified about AI-related price hikes above 15%Aug 23, 2026 · Fortune · scored 3.15/10 · day ranking →
• AMD to Raise as Much as $5 Billion From Debt OfferingAug 14, 2026 · Yahoo Entertainment · scored 3.15/10 · day ranking →
• Advantest beats on AI chip testing, cautious outlook dents sharesMay 2, 2026 · Digitimes · scored 3.15/10 · day ranking →
• Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarterJul 1, 2026 · CNBC · scored 3.15/10 · day ranking →
• Tech Companies to Lead Earnings Growth as Chip Strength ShinesApr 29, 2026 · Financial Post · scored 3.15/10 · day ranking →
• Computer chip stocks rocketed this quarterJul 1, 2026 · Axios · scored 3.15/10 · day ranking →
• ChatGPT downloads are slowing — and may cause problems for OpenAI’s IPOApr 29, 2026 · The Verge · scored 3.15/10 · day ranking →
• Qualcomm is raising phone chip prices starting September 1stJul 30, 2026 · The Verge · scored 3.15/10 · day ranking →
• The true cost of saying "Hi" to an AI agentJul 9, 2026 · quesma.com · scored 3.15/10 · day ranking →
• The Nvidia effect: These areas of the market are getting a boost from the chipmaker’s blockbuster earningsAug 28, 2026 · Business Insider · scored 3.15/10 · day ranking →
• Marvell, Synopsys close lower despite expectation-topping earnings buoyed by AIMay 29, 2026 · SiliconANGLE News · scored 3.15/10 · day ranking →
• Anthropic surpasses OpenAI to become most valuable AI startupMay 30, 2026 · qazinform.com · scored 3.15/10 · day ranking →
• Here’s to the stable ones: In praise of Tim CookApr 23, 2026 · Slashdot.org · scored 3.15/10 · day ranking →
• SMIC profit more than triples as AI chip demand fuels China’s semiconductor ambitionsAug 14, 2026 · Crypto Briefing · scored 3.10/10 · day ranking →
• On Semiconductor Rises on Solid Earnings Beat as AI Data Center Revenue GrowsAug 3, 2026 · Barron's · scored 3.10/10 · day ranking →